MONTESSORI FIELD SCHOOL (EIN 880839862) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

CARRIE KLAUS

Phone

8122074377

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI FIELD SCHOOL, founded in 2022, is a small nonprofit in the Education sector that reported $568K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 19% operating margin.

Mission

TO PROVIDE CHILDREN HIGH-QUALITY EDUCATION THAT NURTURES THE MIND, BODY, AND SPIRIT THROUGH ENGAGEMENT IN THE NATURAL WORLD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $182,300

Program Service Revenue $368,711

Investment Income $0

Other Revenue $16,500

TOTAL REVENUE $567,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $313,766

Fundraising Expenses $2,206

Program Expenses $421,902

Other Expenses $143,384

TOTAL EXPENSES $457,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$567,511	$350,212	+0.6%
Expenses	$457,150	$302,854	+0.5%
Net Income	$110,361	$47,358	+1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$130,284

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER BARGER	TEACHER / FO	40.00	Director	$65,562	$0	$65,562
KRIS AUTRY	TEACHER / FO	40.00	Director	$64,722	$0	$64,722
JAMIE BAILEY	TREASURER	N/A	Officer	$0	$0	$0
DAVID HUTSON	SECRETARY	N/A	Officer	$0	$0	$0
CARRIE KLAUS	PRESIDENT	N/A	Officer	$0	$0	$0
MELISSA WEISSINGER	VICE PRESIDE	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$567,511	$457,150	$245,603	$110,361
2024	$350,212	$302,854	$134,917	$47,358
2023	$224,607	$143,524	$81,083	$81,083

MONTESSORI FIELD SCHOOL